Customer Service Entry Level
Resume:
BRIA DAVIS
S U MMARY
Dedicated administrative professional with experience in popular systems and
software. Friendly employee with strong customer service and issue resolution skills. Computer-savvy and willing to learn to handle diverse office needs. Excels under pressure and flexes easily with changing demands. Skilled File Clerk with organizational, communication and time management abilities. Successful in busy, dynamic environments. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Talented Filing Clerk with attention to detail, resourcefulness and strong communication abilities. Self-directed and focused on improving workflow procedures to maximize department productivity and accuracy in support of high-volume operations. Skilled Medicare Field Agent excited to work in the field, meet customers and promote company for Medicare Sales Services . First-rate negotiator and problem-solver with a self-motivated and hardworking mentality. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Ambitious, career-focused job seeker, anxious to obtain an entry-level for Medicare Sales position to help launch career while achieving company goals.
E X P E R I E N C E
Aetna CVS Field Agent -Medicare Sales
TTEC Dallas, TX August 2023 - December 2023
Developed and implemented sales strategies to increase Medicare enrollment. Conducted extensive market research to identify potential customers. Analyzed customer data and identified trends in the Medicare market. Provided product information and answered questions about Medicare services. Developed relationships with key stakeholders in the insurance industry. Negotiated contracts with health care providers for coverage of Medicare services.
Maintained accurate records of sales activities and customer interactions. Assisted customers with selecting appropriate plans based on their needs. Identified opportunities to expand business into new markets. Managed a team of Sales Agents to ensure goals were met or exceeded. Collaborated with marketing teams to create effective campaigns for Medicare products.
Created reports that tracked performance metrics such as conversion rates, ROI. Followed up with clients regularly to ensure satisfaction and address any issues. Resolved customer complaints quickly and professionally. Performed competitive analysis to stay abreast of changes in the marketplace. Attended trade shows, conferences, and other networking events related to S K I L L S
Strong Problem Solving
Analytical Abilities
Filing Management
Exceptional Verbal/Written
Communication
New Records Creation
Time Management
Logbook Maintenance
System Creation and
Implementation
Materials Classification
Microsoft Office
Information Retrieval
Information Sorting
Materials Compilation
Filing System Form Design
Confidential Materials Handling
Attention to Detail
Creative Problem Solving
Filing System Creation
Data Entry
Critical Thinking
Materials Transfer
Chronological Classification
Typing and Word Processing
Materials Destruction
File Placement Verification
File Maintenance Guidelines
File Management
Materials Storage
Verbal and Written Communication
Authorized User Verification
Alphabetical Organization
Computerized Report Generation
Information Coding
Proactive Self-Starter
Collaborative Team Player
Data Entry Software
Database Searches
Documentation and
C O N T A C T
*************@*****.***
Dallas, TX 75203
File Clerk
Westside Lexus Houston, TX November 2022 - December 2023 healthcare benefits.
Advised customers on various aspects of their health insurance policies. Generated leads through cold calling prospective clients for Medicare services. Utilized CRM software tools to track sales progress throughout the process. Presented and clearly explained insurance policy options based on clients' needs and goals.
Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Utilized SRW and Sales Agent to complete and submit sales activity reports and plans.
Explained coverage options to potential policyholders, answering questions or concerns.
Counseled prospects and policyholders on coverage, limits and regulations. Sought out new clients and developed clientele by networking to find new customers.
Achieved repeat business and referrals through personalized services. Monitored clients' insurance coverages to ensure changing needs were met. Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families. Leveraged industry trends to shape solutions and approaches. Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices. Reviewed files to check for complete and accurate information Scanned and filed forms, reports, correspondence and receipts Retrieved requested files and delivered to appropriate personnel Pulled files for staff, management and third-party requests Updated daily logs for tracking file movements
Destroyed outdated and protected information in digital and physical formats Organized and filed loose-leaf paperwork and documentation Updated, filed and retrieved files and documents for [Job title] Sorted incoming paperwork and filed in employee folders Maintained inventory of file room supplies such as paper products, stamps, folders and labels
Collected, sorted and distributed incoming mail and packages Maintained employee files, observing strict data confidentiality procedures Coordinated filing, scanning, archiving and faxing for team of [Number] Managed high volume of letters, memoranda, invoices and documents Entered, organized and secured digital data for cases and billing records Prepared outgoing packages for pickup by various delivery services Reviewed, coded and scanned correspondence prior to filing Compiled and prepared orders and notices within tight deadlines to meet departmental-specific needs
Tracked employee [Type] compliance with licensing requirements Managed general clerical tasks such as adding bar codes and reshelving Recordkeeping
Work Planning and Prioritization
Decision Making and Prioritization
Interpersonal Communication
Materials Tracking
Goods Storage and Tracking
Numerical Organization
Relationship Building
Administrative Functions
Transcription Skills
Financial Data Verification
Optical Scanning Software
Team Collaboration
Service Oriented
Correspondence Management
Information Sourcing
Dependable and Responsible
Scanners and Copiers
Fast Learner
Record Inventory Maintenance
Information Auditing
State and Federal Regulation
Transactional Data Verification
Service-Oriented
Office Equipment Operation
Customer Relations
Quality Controls
Loss Coverage Determination
Customer Billing
Service Marketing
Policyholder Communication
Bookkeeping Support
Sales Reporting
Business Planning
Direct Marketing
Clientele Development
Client Prospecting
Policy Sales
Life Insurance Sales
Insurance Coverage Verification
Form Completion and Submission
Licensing Requirements
CRM Software
Health Insurance Sales
Policy Renewals
Insurance Sales Strategy
Underwriter Collaboration
Insurance Program Analysis
Marketing Strategy Development
Insurance Claim Regulations
Email Marketing
Call Center Customer Service
Life Insurance
Client Consultations
Client Relations
Receptionist
The Village Executive Suites Houston, TX July 2022 - January 2023 collections
Updated integrated library system records to include new holdings Supported [Job title] by collecting relevant documents in preparation for meetings Sorted, checked in and routed department mail for [Number] staff Kept track of [Job title]s' continuing education and licensing requirements. Scheduled and confirmed appointments
Answered and directed incoming calls using multi-line telephone system Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules Maintained daily calendars, set appointments with clients and planned daily office events
Processed payments and updated accounts to reflect balance changes Sorted incoming mail and directed to correct personnel each day Oversaw office inventory by restocking supplies and submitting purchase orders Reported suspicious individuals to supervisor
Served visitors by greeting, welcoming and directing to appropriate personnel Supervised setup of conference rooms for meetings and office events in common areas
Updated and recorded customer or client information to maintain accounts Handled conference room scheduling, collaborating with meeting organizers on logistics and catering
Served as company concierge to employees requiring assistance help with travel arrangements
Scheduled and confirmed appointments and meetings for management team Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling Greeted and directed visitors to appropriate personnel and answered average of
[Number] calls and emails daily
Answered phone calls, provided information and connected callers to appropriate personnel
Handled payment processing and provided customers with receipts and proper bills and change
Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process
Answered office phone and emails to schedule appointments, answer questions and document information
Greeted incoming patients and verified paperwork to manage smooth intake processes
Managed customer complaints and rectified issues to complete satisfaction Planned customized itineraries for guests with special activities to support local tourism and entertainment industries
Worked with office manager to attain operational goals Produced and distributed clear and error-free business correspondence, file documentation and internal team memoranda
Updated front office phone protocols to increase productivity by [Number]% and decrease customer hold times
Created and optimized employee schedules for shift coverage Managed office duties and basic administrative tasks, organized and cleaned work space, ordered materials and answered phone calls Directed clients and guests to correct departments, rooms and staff members E D U C A T I O N A N D
T R A I N I N G
Associate of Arts
Music Business
El Centro College, Dallas, TX
Expected in May 2026
High School Diploma
Lamar Highschool, Houston, TX
May 2016
A C C OMPLISHMENTS
Eliminated over 40 hours of weekly
data processing hours by
implementing automation
strategies.
Developed advanced physical
filing system to handle high-volume
paperwork needs for growing
department.
Consistently maintained high
customer satisfaction ratings.
C E R T I F I C A T I O N S
Insurance Agent License
Service Representative
Automotive Jaguar Houston Houston, TX August 2022 - October 2022 Customer Service Cashier
Worked with housekeeping and maintenance staff to address and resolve building and room issues
Maintained important files, running reports and delivering updates on occupancy and revenue
Greeted visitors to provide information and direct to appropriate personnel Explained policies and procedures to visitors
Answered multi-line phone system and managed calls by routing to proper extensions or taking messages
Completed basic bookkeeping and document filing
Drafted professional business documents, spreadsheets and correspondence Provided administrative support to coworkers, taking on additional tasks during high-volume periods
Signed for packages, recorded deliveries and distributed to personnel Conducted transactions, confirming patient information and processing according to standard protocol.
Resolved customer concerns with friendly and knowledgeable service Delivered fast, friendly and knowledgeable service for routine questions and service complaints
Upheld strict standards for quality and performance Met and exceeded productivity targets by handling every interaction with top-notch customer service
Audited customer account information to identify issues and develop solutions Leveraged software and systems to obtain information and maintain documents Cultivated relationships with teammates to assist customers with inquiries or resolve problems
Delivered accurate service information to meet goal-directed development plan Updated accounts with recent information and processed customer payments Leveraged opportunities to upsell company products and services while providing information and discussing options with customers
Escalated complex issues and set up appointments for further service Performed needs analysis and presented options based on findings to help customers make decisions
Consulted with customers regarding needs and addressed concerns Processed customer account changes with proprietary software Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
Remained calm and professional in stressful circumstances and effectively diffused tense situations
De-escalated problematic customer concerns, maintaining calm, friendly demeanor
Demonstrated excellent communication skills in resolving product and consumer complaints
Educated customers on special pricing opportunities and company offerings Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
Assisted customers with making payments or establishing payment plans to bring accounts current
Fielded customer complaints and queries, fast-tracking for problem resolution Upheld quality control policies and procedures to increase customer satisfaction. Marshalls Houston, TX January 2021 - March 2021 Counted tills at beginning of shift with start money and balanced and reconciled register, reflecting financial discrepancies, refunds and account deferrals Processed credit card, EBT and gift certificate payments in electronic computer systems
Informed customers of in-store promotions or pricing specials Built loyal clientele through friendly interactions and consistent appreciation Bagged, boxed or gift-wrapped sold merchandise per customer's request Refilled and rotated items on shelves to maintain well-stocked inventory Recommended, selected, located and obtained products to meet customer needs
Greeted customers promptly and responded to questions Maintained work area and kept cash drawer organized Scanned items and checked pricing on cash register for accuracy Processed customer payments quickly and returned exact change and receipts Built and maintained productive relationships with employees Kept check-out areas clean, organized and well-stocked to maintain attractive store
Welcomed customers, offering assistance to help find store items Answered phone calls to assist customers with questions and orders Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system
Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
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